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Resellers answers “who are my customers, and how are they set up?” A reseller runs OMNI for businesses of its own. Each customer is a full OMNI account, under the reseller’s brand, funded from the reseller’s balance. Who can use it: the Owner or Reseller role. Plan: the account must be a reseller. FireFlo turns this on; until it does, the screen explains that the account isn’t set up as a reseller.

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Your customers

The screen opens with three figures:
  • Your balance, to fund customers with;
  • Held by this page’s customers, the credit already allocated;
  • Customers, and how many are suspended.
The table lists each customer with its product (plan), status, balance, your markup and when it joined. Filter by status (Trial, Active, Payment due, Suspended) or search by name.

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Set up a customer

1

Start

Choose New customer.
2

Who they are

Enter the company, and the owner’s email and name. The owner is the first person who can sign in.
3

What they are on

Pick the product (plan), the trial in days before they owe anything (0 for none), and an optional opening credit from your balance.
4

How they send SMS

Decide whether they may connect their own SMS gateway. If not, SMS goes through the gateway you sell them, and the choice is hidden from them.
5

Create

Choose Create customer.
Anyone who signs up at your own web address also becomes your customer. See Branding.

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One customer

Open a customer to manage them.
  • What they’re on: change their product, and see their balance, when their trial ends and how many people they have.
  • How they send: allow or stop their own SMS gateway.
  • Suspend: nobody at the customer can sign in until you let them back in.
Credit you move shows on your Transactions as Credit allocated, and on theirs as Credit received.

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What a customer can and can’t do

  • A customer runs its own account: its team, contacts, channels and messages.
  • A customer can never do more than you can. Its roles are limited to what your account may do.
  • A customer can’t have customers of its own.
FireFlo’s side of running resellers is described in For operators: Resellers.